Fulcrum Diversified Absolute Return Fund (DAR LUX)

A diversifying portfolio targeting absolute returns in all market conditions. 

investment objectives

3- 0 %
target of inflation plus over rolling 5-Year periods
6- 0 %
target volatility
0
equity beta

investing

Introduction

The Fulcrum Diversified Absolute Return Fund has been designed to help our clients generate medium to long-term (3-5 years) returns that are significantly higher than cash and inflation. The strategies include investing globally in traditional asset classes, such as equities and bonds, as well as a wide variety of uncorrelated return streams. Investments are strictly limited to highly liquid instruments so that our clients can access their capital when they need it. Beyond investment, risk management is central to our approach. Specifically, we seek to limit volatility and performance drawdowns to realistic and acceptable levels so that clients can maintain an appropriately long investment horizon and avoid common behavioural mistakes that stem from unexpected volatility.

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Fund Centre

See detailed information about this fund in the Fund Centre.

Key Literature

Factsheet

KIID

Fund Brochure

Envelope and phone

Contact

If you have any questions, do contact us and we would be happy to have a chat.

investing

Key Differentiators

  • Quality and Stability of Team: we are an experienced and stable team that has worked together for nearly two decades
  • Repeatable Process: we follow a robust and dynamic investment process that is not reliant on luck
  • Performance Focus: we have delivered strong risk-adjusted returns with a low correlation to equities
  • Portfolio Breadth: our approach is highly diversified across strategies, time horizons, asset classes and geographies
  • Effective Risk Management: our risk-management process seeks to deliver return asymmetry
  • Culture of Excellence: we are at the knowledge frontier in all areas that impact our investment strategies

Investment Philosophy

  • Preventing Losses: We place the highest priority on preventing losses, with a permanent insurance overlay to help protect against extreme losses
  • Consistency: We follow a disciplined investment process which is highly diversified across strategies, time horizons and asset classes
  • Research-driven Approach: Our investment process is guided by economic theory and backed by empirical research
  • Motivated by Long-term Success: This determines the way we invest for our clients and in the growth of our business
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Investment Universe

Equities

Fixed Income

Currencies

Commodities

Diversifying Strategies

Responsible Investing

We strive to integrate Responsible Investing wherever it is possible to make a meaningful difference. In the case of this fund, this naturally leads us to our equity investments, a significant portion of which are in climate-aligned companies. Tackling climate change is a strategic focus for our firm and we leverage our growing capability in this area, including responsible stewardship and direct engagement with the companies we own as well as indirect, collaborative engagement through industry groups.

Please see our latest DAR Sustainability Report, which summarises our Responsible Investment voting, carbon footprint and proprietary investment scores.

Collaborating

Leveraging Fulcrum's Capabilities

Our investment approach is rooted in academic rigour and analytical tenacity. To achieve our aims, we leverage the full suite of capabilities available at the firm.

Temple

Discretionary
Strategies

Shield

Alternative
Solutions

Three Gears

Quantitative
Strategies

The Team

Fulcrum’s Senior Investment Team is responsible for setting the investment strategy and they are supported by a team of economists, strategists and analysts who regularly assess the economic environment, market valuations, behavioural biases and the political landscape.

Suhail Shaikh
Chief Investment Officer
Suhail Shaikh
Chief Investment Officer

Suhail is Fulcrum’s Chief Investment Officer and a member of the Fulcrum Investment Team. Prior to joining the firm in 2005, Suhail spent five years in the Investment Management Division of Goldman Sachs. Suhail has a MSc in Management from the London School of Economics & Political Sciences (2000) and he has been a CFA charterholder since 2003.

Contact Us

If you have any questions, do contact us and we would be happy to have a chat.